Creating a Custom Excel Report Utilizing Health Tracking Data

In SchoolFi, the Search Result View can be combined with Staff Credentials data to create custom reports.  To create a custom report, navigate to the Personnel  >>  Setup >>  Health Plans  >>  Health Tracking  tab. 

There are a number of search parameters that you can utilize the Heath Tracking tab.  You can save your search parameters utilizing the familiar Named Search button (highlighted in purple below).